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E60 - 3 Tips for More Powerful Firm Marketing
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, the script...
Dec 21, 20211 min read
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How to Be a More Consultative Salesperson
If you’re just starting a career in sales, you likely think you know what you’re getting into. You’ll be making phone calls, talking...
Dec 15, 20213 min read
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The Exponential Firm
An Exponential Organization, as defined by Salim Ismail in his book Exponential Organizations, is an organization whose impact (or...
Nov 16, 20213 min read
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How to Build an SEO Content Plan with Keywords
Earlier this year, I shared How to Use Content Marketing to Improve Your SEO. As a follow-up to that post, I thought I would share how to...
Nov 16, 20213 min read
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E55 - Why Are Advisory Services So Scary for Accountants
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Nov 16, 20211 min read
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Survey: Firm CAS Practices Break Out with 20% Growth
Survey: Firm CAS Practices Break Out with 20% Growth CPA.com and AICPA compiled benchmark data for this increasingly strategic accounting...
Nov 9, 20215 min read
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E51 - What is an Exponential Firm?
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Oct 19, 20211 min read
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SafeSend Relocates Ann Arbor Headquarters to Support Continued Growth
SafeSend, a market-leading provider of workflow automation and client collaboration technology solutions for tax and public accounting...
Sep 15, 20213 min read
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Identifying Your Ideal Client: 6 Questions to Ask
In a perfect world, every aspect of your business, from your elevator pitch to your website, would connect with the clients who need you...
Sep 14, 20214 min read
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E45 - Why You Need to Know About the 4 Cs
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Sep 7, 20211 min read
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5 Crucial Ingredients for Coordinating Marketing & Business Development
In every firm, marketing and business development happen throughout the year. Too often, marketing and business development work in silos...
Aug 18, 20213 min read
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How to Prospect to Your Niche
Today, many accounting firms set themselves apart from the competition by focusing on a few niche markets or services, gaining a deep...
Aug 18, 20213 min read
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E40 - How to Think About the Growth of Your Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Aug 3, 20211 min read
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Exponential Growth Opportunities
What are the best growth opportunities for most firms? The answer will likely come easily to most people: consulting and advisory...
Jun 15, 20213 min read
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Why Your Firm Needs a Digital Marketing Strategy
For many accountants, marketing their services hasn’t changed much over the past few decades. Their firm sponsors golf outings and other...
Jun 15, 20214 min read
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E30 - How Your Firm Should Be Thinking About Exponential Growth Opportunities
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
May 25, 20211 min read
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E25 - How Do You Grow Higher Value CAAS
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Apr 20, 20211 min read
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A 3-Part System to Solve Clients’ Problems Through Your Marketing
by Heather Robinson, Marketing Manager Why does your CPA firm exist? To file tax returns? To audit financial statements? To ensure a...
Apr 16, 20213 min read
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3 Steps to Reduce Employee Turnover
by Deanna Perkins, Solutions Manager Turnover is an expensive problem for businesses in accounting and other industries. According to...
Apr 16, 20213 min read
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E20 - How to Create a Growth Mindset
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Mar 16, 20211 min read
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